Financial Advisor

Pinnacle Wealth Group is a trusted partner in wealth management, dedicated to empowering individuals and businesses to achieve their financial goals. Our client-focused philosophy emphasizes trust, transparency, and personalized services tailored to meet unique financial needs. With a team of experienced financial planners and investment strategists, we navigate the complexities of financial planning to deliver customized solutions for our clients. Our comprehensive offerings include investment management, retirement planning, estate planning, tax strategies, and risk management, all designed to align with both short-term objectives and long-term aspirations.

This is a full-time hybrid role for a Financial Advisor at our Memphis, TN location, with the flexibility of occasional work from home. The Financial Advisor will work closely with clients to understand their financial goals and create tailored financial plans. Day-to-day responsibilities include providing guidance on investments, retirement planning, estate planning, and tax strategies. Additional tasks include client acquisition, relationship management, monitoring financial performance, and staying informed about market trends to offer sound financial advice.

• Knowledge in Financial Planning, Finance, and Financial Advisory or willing to be trained and learn
• Experience with Retirement Planning and understanding of various retirement plan options
• Expertise in Investments and portfolio management strategies
• Excellent communication and interpersonal skills to build lasting client relationships
• Ability to analyze financial data and create customized plans
• Proven ability to work in a hybrid environment and maintain flexibility